Willamette Dental Group, P.C. 401(k) Savings Plan
Sponsored by Willamette Dental Group, P.C. · EIN 930699253 · Plan #002
- Total assets
- $182M
- Net assets
- $182M
- Active participants
- 1,183
- With balances
- 1,412
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $141,009 |
| Hyas Group | Consulting (pension), Direct payment from the plan | $33,725 |
| Perkins & Company Pc | Accounting, Direct payment from the plan | $16,750 |
| Willamette Dental Group | Investment advisory (plan), Direct payment from the plan | $16,000 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |